Overview
All users across all plans can access analytics features such as email tracking and Apollo-provided reports and dashboards for email messaging, deal metrics, and more. If you require customizable reports and dashboards, work with your Apollo representative or contact the Apollo sales team to move to a Custom plan.
Analytics provide you with actionable data you can use to transform your company's sales efforts. One facet of the analytics suite is the reports feature. Reports provide you with a means of aggregating in-app metrics into various visualization types while using specific filters to refine the visualizations.
Refer to the sections below to learn how to create a report and better understand the various components you have at your disposal.
Access Reports in Apollo
To access reports, launch Apollo and click Engage > Analytics. Then, click the Reports tab.
Any previously created reports are available in the All reports section.
Create a New Custom Report
Launch Apollo and click Engage > Analytics. Then, go to the Reports tab and click Create report.
There are 5 main configuration components of any custom report: metrics, dimensions, filters, visualization, and date range. The sections below outline how to configure each of these custom report components.
Configure Metrics
From the new custom report, click the Metrics tab.
Metrics define what you want to measure. You can include as many metrics as you need in each custom report.
Apollo groups metrics into 9 top-level categories:
| Category | Description |
|---|---|
| Calls | Metrics related to the performance and status of calls made with the Apollo Dialer |
| Emails | Metrics related to the performance of emails sent through sequences. |
| Tasks | Metrics related to the creation and completion of tasks in Apollo. |
| Linkedin Tasks | Metrics related to the creation and completion of tasks created from the Apollo extension on LinkedIn. |
| Account | Metrics related to the interactions with accounts in Apollo. |
| Contact | Metrics related to the interactions with contacts in Apollo. |
| Deal | Metrics related to the performance of deals in the Apollo platform. |
| Person | Metric related to the number of net new people saved as contacts in Apollo. |
| Company | Metric related to the number of net new companies saved as accounts in Apollo. |
Click the relevant metrics that you want to include in the custom report. Apollo adds the selected metrics as columns in the table.
To gain optimal results, limit yourself to less than 25 metrics per report. For the clearest results, start with the most important metrics and add additional fields only if necessary.
Configure Dimensions
From the new custom report, click the Dimensions tab.
Dimensions define the data that you want to use to measure your metrics. Apollo groups dimensions into 7 categories:
| Category | Description |
|---|---|
| User | Dimension related to the specific individual(s) taking the action in Apollo. |
| Date | Dimensions related to the time period of the action taken in Apollo. For example, day, hour, month, year, etc. |
| Contact/Person | Dimensions related to the information about the individuals contacted from Apollo. For example, their persona type, their location, their stage in the sales pipeline, etc. |
| Account/Company | Dimensions related to the information about the companies contacted from Apollo. For example, the account name, the number of company employees, the industry, related keywords, etc. |
| Deal | Dimensions related to the deals in Apollo. For example, the deal owner, the current stage of the deal, etc. |
| Dimensions related to the type of emails sent from Apollo. For example, email subject and template used can be dimensions. | |
| Phone Call | Dimensions related to the purpose and disposition of the phone calls made from Apollo. |
| Sequence | Dimensions related to the name of the sequence or the specific step that was used to engage with the prospects in Apollo. |
You might notice some overlap between specific items in the metrics and dimensions lists. This is because you can use many types of data as either a metric or dimension.
Click the relevant dimension(s) that you want to include in the custom report. You can add a maximum of 2 dimensions per report.
Apollo adds the selected dimensions as rows in the table.
Configure Filters
From the new custom report, click Filters.
Click Add Filter.
Filters are specific subsets of data that you want to visualize in your report. You can add as many filters as you need in each custom report. Apollo groups filters into the same categories as those in the Dimensions section.
Click Select Filter to choose the filters to include in the custom report. Then, click the Select drop-down to include or exclude additional metrics of your choice.
Configure Date Range
The date range defines the timeframe of the data included in the custom report.
From the new custom report, click Filters. Then, click the date range drop-down and select either a pre-defined date range or a custom range.
Configure Visualization
From the new custom report, click Visualization.
The visualization options enable you to change how Apollo displays the custom report data. You can choose from a variety of pre-configured types.
- Table
- Column
- Bar
- Line
- Area
- Pie
- Heatmap
Click the visualization you want to use for the custom report.
Run the Custom Report
After you have finished configuring the custom report, click Run.
To finalize your work, enter a name for the report, select the folder where it will live, and then click Save & Finish.
Use Pre-Built Reports
Apollo provides pre-built reports that you can run without making customizations.
To access these pre-built reports, launch Apollo and click Engage > Analytics. Then, click the Reports tab and access the Created by Apollo folder.
Click a report name to load it.
While Apollo's pre-built reports can be run without any customizations, you can choose to change the data available in the reports and how they are presented visually. See the Configure Date Range and Configure Visualization sections for more details.
Click Run to repopulate the report's data.
Add Reports to a Dashboard
Launch the report that you want to add to a dashboard from the analytics page.
Click Add Report To Dashboard.
Select a dashboard or type the name of a dashboard from the first drop-down. You can add multiple dashboards to this field.
Apollo automatically fills in the Dashboard Tile Name with the name of the report you are adding.
Click Add to complete the process.
For more information about dashboards, refer to the Build and Access Dashboards in Apollo article.
Add Reports to a Cockpit Layout
Launch the report that you want to add to the Apollo cockpit from the analytics page.
Click Add Report to Cockpit.
Select a cockpit layout or type the name of a cockpit layout from the drop-down. This will determine which layout type should feature this report. You can add multiple cockpit layouts to this field.
Click Update to complete the process.
Export a Report to CSV
Launch the report that you want to export to CSV from the analytics page.
Click Export as CSV.
Your browser will initiate a file download. You can open the CSV file in your editor of choice.
